See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,786 | $48,795-20.5% | $65,493-40.8% | $84,808-54.3% |
| Participation rate | 96.9% | 67.0%+29.9pp | 73.1%+23.8pp | 68.3%+28.6pp |
| Annual return | 20.01% | 20.20%-0.2pp | 982.45%-962.4pp | 40.90%-20.9pp |
| Employer contribution / active EE | $3,486 | $1,930+80.7% | $2,574+35.4% | $2,631+32.5% |
| Participant deferral / active EE | $6,027 | $2,928+105.8% | $3,961+52.2% | $4,212+43.1% |
| Admin fee / account holder | $1,928 | $3,877-50.3% | $5,028-61.7% | $7,344-73.7% |